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portrait of Diane Thomas
FINANCIAL ADVISOR

Diane Thomas

ChFC®, AAMS™
2785 S Bay St Suite F, Eustis, FL 32726opens in a new window
CallSend Me a Message

About Diane

I joined Edward Jones after having been a client for a number of years. I had experienced the personal attention and thorough service my financial advisor provided and wanted to share that with others. Those personal experiences and my lifelong passion to help others have combined with my background in both the finance and research spheres; becoming a financial advisor myself has been one of the best decisions I’ve made. I have continued to deepen my knowledge by earning first my AAMS™ designation from the College for Financial Planning and then my Chartered Financial Consultant® or ChFC® designation from the...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Sustainable investing
  • New Investors

Work History

  • Edward JonesOctober 2016 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of TorontoMaster of Arts
  • Messiah CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Cooking
  • Reading
  • Photography
  • Painting

Team Members

  • Megan McEntyre
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(352) 602-4045

Fax

(888) 512-3818

Office Address

2785 S Bay St Suite F
Eustis, FL 32726opens in a new window

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